Gregg Pumphrey (CRD# 1690586) is an Investment Advisor Representative working at Investlinc Wealth Services in Anaheim, CA and has over 29 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Investlinc Wealth Services, Inc. | Anaheim, CA | Jan 2017 - Current | 4 |
| Crown Capital Securities, LP | Orange, CA | Aug 2004 - Jan 2017 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1991 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
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Total Assets Under Management36MILLIONS
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Total Number of Accounts253ACCOUNTS
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Average Account Value$141,401
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX
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